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financial planning software

 

professional retirement planning software

 

powerfull tax planning software

 

ExecPlan Express is a fully integrated software system designed to provide you with a powerful and effective financial and tax planning solutions. It enables you to create comprehensive financial plans and analyze alternatives over the entire life span in any level of detail you desire. Within minutes you will be able to print a variety of professionally formatted reports and text statements supported with customized charts and graphs. Its intuitive design allows even a financial novice to be able to appreciate its usefulness for quickly and efficiently analyzing alternative retirement scenarios, evaluating life insurance needs, assessing estate tax liabilities, reviewing asset allocation options, and managing your income taxes before deciding on a personal financial planning strategy. Whether using it for comprehensive retirement planning, income tax planning or to create simple cash flow analysis, the combination of its design, analytical capabilities, automated tax computations and powerful presentations will make it one of your most widely used software tools.

ExecPlan Express is based on our flagship product, ExecPlan, a leading comprehensive financial planning software system used for high net worth clients in the financial planning industry for over 30 years. At Sawhney Systems, we have been designing, developing, and maintaining financial and tax planning software since 1976. ExecPlan Express embodies our years of experience and the insight from our thousands of clients on what is essential for personal financial planning software. Its major attributes include-
  • Comprehensive in its analytical financial & estate planning capabilities
  • Seamlessly integrated data that flows through all components of the plan
  • Exceptionally detailed retirement planning spans up to 99 years
  • Interactive investment, cash flow, income tax and estate analysis
  • Integrated analysis for children's education funding and planning
  • Federal & State income tax analysis including AMT
  • Year by year reporting with detailed Balance Sheet, Income & Cash Flow Statements
  • Provides Capital Needs Analysis in easy to understand text and graphic formats
  • Automatically generates death and disability scenarios for each spouse
  • Prepares Estate related reports and flow charts for any year of your planning horizon
  • Simple and intuitive design that is easy to understand and use
  • Accommodates data entry in any magnitude of detail you desire
  • Financial profile is prepared in reports, text, graphs & charts
  • Versatile tool that provides a quick what-if scenario analyzer
  • All data, assumptions and details can be customized based on specifics of a plan

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A very powerful tool to help see the whole picture, anyone can learn to use it.

Penny A, Financial Planner, Minneapolis, MN